Transfer Agent Client Onboarding Associate

Onboarding Associate

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind for our clients by making things simple, fast, and easy.


Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other : We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build : "Outside the Box" is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
• We Get Stuff Done (GSD) : We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
• We Do the Right Thing : We're dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities & Attitude

The Onboarding Associate will be an integral part of the team. On a day-to-day basis you will be responsible for ensuring a simple, fast and easy onboarding experience for our new clients. Our business is continually evolving, and you will help us shape its growth. We're looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.

You are someone they can count on to be available when they need you and you take pride in paying attention to detail and completing tasks efficiently. You're excited about being part of a fast-paced, growing company.

Key Accountabilities

• Working with clients, transfer agents, and counsel to ensure a smooth onboarding experience
• Track and manage the new client onboarding schedule while understanding prioritization, business and client requirements when planning activities
• Reviewing data files and liaising with clients and their agents to cure any deficiencies
• Ensuring all required client documents and funds are received
• Gathering and coordinating the compliance review of client KYC documentation
• Setting up new clients and coordinating the loading of shareholder records to the core recordkeeping system
• Reconcile records for all onboarding clients; retain documentation in an organized manner
• Lead and participate in projects on an ad hoc basis
• Working closely with other departments, such as Operations, Finance, and Compliance to ensure smooth client onboarding
• Maintaining strict adherence to compliance standards
• Maintaining a strong focus on retention and growth by delivering exceptional service
• In addition to the duties listed above, management may request the completion of other duties or projects as assigned
• Oversee the transition of records for offboarding clients, as needed

Skills and Experience

• High attention to detail and accuracy
• Strong interpersonal skills with excellent verbal and written communication
• Ability to remain organized while prioritizing multiple tasks with varying levels of urgency
• Solutions-based attitude and an eagerness to drive process improvements by identifying problem areas and presenting solutions to management
• Sound computer skills and ability to adapt to and apply new technologies
• Experience with Microsoft Office applications and SharePoint
• Eagerness to drive process improvements and innovation by identifying problem areas and presenting solutions to management
• Willingness and desire to achieve personal and team goals
• Ability to maintain confidentiality of any sensitive information as part of the job function.
• A working knowledge of the securities industry as it relates to transfer agencies is preferred
• Experience in a client facing role required

What We Offer:

Paid Time Off: Vacation, Sick Days, Birthday Day Off

Benefits: Extended Health, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account, 401K Match.